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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,935 | $69,118+367.2% | $53,647+502.0% | $138,895+132.5% |
| Participation rate | 16.7% | 64.0%-47.3pp | 56.3%-39.6pp | 79.9%-63.3pp |
| Annual return | 1.99% | 248.26%-246.3pp | 358.33%-356.3pp | 145.39%-143.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | -$15 | $2,724-100.6% | $2,460-100.6% | $12,562-100.1% |